Williams Jones Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Williams Jones Wealth Management’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18M	Buy	26,337 +17,092	+185%	+$1.36M	0.02%	203
2026 Q1	$645K	Buy	9,245 +3,670	+66%	+$265K	0.01%	314
2025 Q4	$375K	Buy	+5,575	New	+$374K	﹤0.01%	388
2024 Q4	–	Sell	-3,784	Closed	-$217K	–	517
2024 Q3	$217K	Sell	3,784 -242	-6%	-$13.1K	﹤0.01%	478
2024 Q2	$216K	Buy	+4,026	New	+$212K	﹤0.01%	473
2023 Q4	–	Sell	-5,114	Closed	-$243K	–	549
2023 Q3	$243K	Buy	5,114 +726	+17%	+$35.9K	﹤0.01%	455
2023 Q2	$216K	Hold	4,388	–	–	﹤0.01%	474
2023 Q1	$214K	Buy	+4,388	New	+$215K	﹤0.01%	507
2022 Q3	–	Sell	-5,806	Closed	-$285K	–	588
2022 Q2	$285K	Buy	5,806 +2,014	+53%	+$104K	﹤0.01%	464
2022 Q1	$211K	Buy	+3,792	New	+$219K	﹤0.01%	482
2021 Q3	–	Sell	-3,812	Closed	-$255K	–	508
2021 Q2	$255K	Buy	+3,812	New	+$251K	﹤0.01%	432
2020 Q1	–	Sell	-39,037	Closed	-$2.1M	–	409
2019 Q4	$2.1M	Sell	39,037 -2,931	-7%	-$151K	0.04%	160
2019 Q3	$2.06M	Buy	+41,968	New	+$2.08M	0.04%	160

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Williams Jones Wealth Management's IEMG Position: Q2 2026 in Review

Williams Jones Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 185% in Q2 2026, buying an estimated $1.36M and bringing the position to 26,337 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #203.

Williams Jones Wealth Management first reported a position in IEMG in Q3 2019 and has held it in 13 quarters since. 2,416 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Williams Jones Wealth Management held 26,337 shares of iShares Core MSCI Emerging Markets ETF worth $2.18M as of Q2 2026.
Williams Jones Wealth Management bought 17,092 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $1.36M.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #203 holding.
Williams Jones Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 13 quarters since.
2,416 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.